+255.2%
ENPH vs HSY
+299.9%
-44.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.2% | -2.9% |
| 7D | -8.4% | -2.1% | -6.3% | -7.7% |
| 30D | -11.2% | +6.1% | -17.3% | -13.4% |
| 3M | -36.1% | -5.6% | -30.4% | -34.9% |
| 6M | -37.9% | -9.5% | -28.4% | -36.5% |
| YTD | -18.7% | -2.1% | -16.6% | -20.6% |
| 1Y | -9.8% | +0.8% | -10.6% | -13.2% |
| 3Y | -66.8% | -2.1% | -64.7% | -68.3% |
| 5Y | -89.6% | +11.2% | -100.9% | -90.9% |
| 10Y | +2,186.8% | +128.3% | +2,058.6% | +1,326.2% |
| All | +255.2% | +299.9% | -44.7% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling